Congress Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Congress Wealth Management LLC holds 43,464 shares of DFIS stock, worth $1.37 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
43,464
Previous 46,479 6.49%
Holding current value
$1.37 Million
Previous $1.2 Million 7.91%
% of portfolio
0.01%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$23.2 - $29.84 $69,948 - $89,967
-3,015 Reduced 6.49%
43,464 $1.3 Million
Q1 2025

May 14, 2025
BUY
$23.92 - $26.89 $1.11 Million - $1.25 Million
46,479 New
46,479 $1.2 Million

Others Institutions Holding DFIS

# of Institutions
287
Shares Held
114M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIS Quotes by TradingView
  • Ticker DFIS
  • Sector ETFs
  • Industry ETFs
More about DFIS
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